How To

Highlight Open Cases on the Contact Record [Lightning Experience]

This is the last of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute on… Continue reading Highlight Open Cases on the Contact Record [Lightning Experience]

Salesforce Events

LightningNow Tour – Signup If It’s Coming To a City Near You

I recently attended a packed room at the Lightning Now Tour as it did a return visit to Boston. I missed the first Boston tour date as I was in Atlanta for Southeast Dreamin’. I know it’s difficult to carve out two days from your work schedule to attend a two day workshop, but this… Continue reading LightningNow Tour – Signup If It’s Coming To a City Near You

How To

Highlight Open Opportunities on the Contact Record [Lightning Experience]

This is the third of the four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Highlight Account Contact Relationship Attribute… Continue reading Highlight Open Opportunities on the Contact Record [Lightning Experience]

Salesforce Release

Winter ’18 Salesforce Lightning Experience Only Highlights

The list of Winter ’18 features below only apply to the Salesforce Lightning Experience. There are additional Winter ’18 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Winter ’18 Release Highlights post. 1. New UI look. If you don’t like the color contrast, you have the ability to hide the theme in… Continue reading Winter ’18 Salesforce Lightning Experience Only Highlights

Salesforce Release

Winter ’18 Salesforce Classic & Lightning Experience Highlights

The list of Winter ’18 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Winter ’18 features available to Lightning Experience only and Salesforce Classic only. Visit the Winter ’18 Release Highlights post.  1. Orgs with Person Accounts enabled can now define contact sharing rules and manually share business contacts in Org Wide Default Settings.… Continue reading Winter ’18 Salesforce Classic & Lightning Experience Highlights

How To

Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

This is the second of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Previous blog posts: High level overview of individual posts: Highlight Record Attributes Using Flow [Lightning Experience] Highlight Account Record Attributes on the Contact Record [Lightning Experience] Here are a few lessons learned… Continue reading Highlight Account Contact Relationship Attribute on the Contact Record [Lightning Experience]

How To

Highlight Account Record Attributes on the Contact Record [Lightning Experience]

This is the first of four separate posts that will cover each record attribute shown on the flow screen on the Contact record. Please read the blog post “Highlight Record Attributes Using Flow [Lightning Experience]” which provides a high level overview of the individual posts. Here are a few lessons learned from implementing this use… Continue reading Highlight Account Record Attributes on the Contact Record [Lightning Experience]

How To

Highlight Record Attributes Using Flow [Lightning Experience]

For one of my projects, there is a requirement that the support staff be able to specify the Contact’s status for that relationship via a picklist, such as active and inactive. There are three possible relationships a Contact can have with our company. There is another requirement by the support staff for the other relationships… Continue reading Highlight Record Attributes Using Flow [Lightning Experience]

Salesforce Release

Summer ’17 Salesforce Classic & Lightning Experience Highlights

The list of Summer ’17 features below only apply to both Salesforce Classic and Lightning Experience. There are additional Summer ’17 features available to Lightning Experience only and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1.Remove the ability for users to switch back to Classic. By enabling the “Hide Option to Switch to Salesforce Classic” on… Continue reading Summer ’17 Salesforce Classic & Lightning Experience Highlights

Salesforce Release

Summer ’17 Salesforce Lightning Experience Only Highlights

The list of Summer ’17 features below only apply to the Salesforce Lightning Experience. There are additional Summer ’17 features available to both Lightning Experience and Salesforce Classic and Salesforce Classic only. Visit the Summer ’17 Release Highlights post. 1. Search Enhancement: Find the right opportunity by searching for opportunity name plus the account name. 2. Success message from… Continue reading Summer ’17 Salesforce Lightning Experience Only Highlights